GIM

Guardian Investment Management Portfolio holdings

AUM $99.4M
1-Year Est. Return 11.83%
This Quarter Est. Return
1 Year Est. Return
+11.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M

Top Sells

1
+$1.55M

Sector Composition

1 Healthcare 18.2%
2 Industrials 15.72%
3 Energy 13.29%
4 Technology 11.78%
5 Financials 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.81M 6.46%
177,983
2
$4.79M 5.33%
31,728
3
$4.59M 5.11%
36,475
4
$4.38M 4.87%
46,735
5
$4.29M 4.77%
40,931
6
$3.87M 4.31%
31,909
7
$3.69M 4.1%
112,417
8
$3.32M 3.7%
139,020
9
$2.79M 3.11%
19,080
10
$2.61M 2.9%
35,440
11
$2.54M 2.82%
29,980
12
$2.51M 2.79%
16,477
13
$2.38M 2.65%
50,221
14
$2.05M 2.28%
61,468
15
$1.86M 2.07%
14,298
16
$1.82M 2.03%
33,528
17
$1.81M 2.01%
29,764
18
$1.74M 1.94%
10,968
19
$1.55M 1.73%
+57,035
20
$1.52M 1.69%
17,697
21
$1.51M 1.68%
46,208
22
$1.49M 1.66%
14,870
23
$1.41M 1.57%
18,651
24
$1.41M 1.56%
21,700
25
$1.39M 1.54%
22,416
1
2 3